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Clybourn Partners LLC (Bloomingdale)


Clybourn Partners LLC is a large advisory firm based in Bloomingdale. It manages $28.55 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Illinois.

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Clybourn Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Clybourn Partners: assets under management

The assets under management (AUM) of Clybourn Partners LLC is $28.55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.55 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clybourn Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bloomingdale

The principal office where Clybourn Partners LLC performs its advisory services is located at One Tiffany Pointe, Bloomingdale, IL 60108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-924-1900 or by fax 630-622-0711. The normal business hours are 9am - 5pm (by appointment only) on Monday - Friday. You can find more information about the New York firm at www.clybourn-partners.com.


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